FEATURES & NEWS

A mother passes away in Brooklyn, leaving her three adult children a brownstone and a modest investment portfolio. Her eldest son is named the executor

The call usually comes a few weeks after the funeral. A son in Brooklyn discovers his mother’s will was changed in the final months of

A client often sits across from me in my office, relieved. “I’ve signed my will,” they say. “Now my family won’t have to deal with

A client recently came to our Manhattan office after his mother passed away. As executor, he was settling her affairs and distributing assets according to

The first call we often get is not from someone planning ahead, but from the son or daughter left behind. They’re standing in their parent’s

When a Brooklyn father passes away and leaves a $4 million real estate portfolio in a trust, the eldest sibling named as trustee often assumes

The urban legend of Walt Disney’s death is a persistent one. For decades, many believed he was cryogenically frozen, waiting to be revived in a

A client from Brooklyn called me last week. Her father had just passed, and the attorney who drafted his trust twenty years ago had long

A client came to my Manhattan office with a question that gets to the heart of what a legacy means. He had three adult children.

The owner of a successful consulting firm in Manhattan dies unexpectedly. He was the firm’s heart and soul—the lead generator, the key client relationship holder,

A client once came to my office with a clear objective. She was a successful entrepreneur who had built a thriving tech business in Manhattan.

A family in Brooklyn receives a certified letter. Inside is a citation from the Kings County Surrogate’s Court and a copy of their father’s will—a

A client recently sat in my office with a common goal. She has two adult children—a daughter in Manhattan who is a meticulous accountant and

A client once came to my office with his late mother’s will. He was the executor and primary beneficiary, and he believed the document was

Can Making a Gift Before Applying to Medicaid Save Assets in New York? Medicaid is a vital program that provides healthcare coverage to eligible individuals

When a client comes to me after a parent has passed away in Manhattan with only a simple will, they often expect a straightforward process.

A mother adds her eldest son to the deed of her Brooklyn brownstone. She sees it as a simple way to transfer the property when

When I sit down with a Manhattan family that has just lost a parent whose only estate planning document was a simple will, I have

The call every adult child dreads often comes on a Tuesday afternoon. Your mother, living alone in her Brooklyn apartment, has had a fall. She’s

A client recently sat in my Manhattan office, holding a copy of her late father’s will. She believed her inheritance was straightforward—the family home in

A father sitting in our Manhattan office wants to treat his two adult daughters equally. To avoid perceived favoritism, he insists on naming both as

I often sit down with clients who believe they are not “wealthy enough” for a trust. They have a paid-off home in Brooklyn, a healthy

A client sat in my Manhattan office last week, wrestling with a decision that many parents face. He had three adult children. One, his daughter,

A client sat in my Manhattan office last week, concerned. She had just finished funding her new revocable living trust, transferring her apartment and investment

A father in Brooklyn decides to add his son to the deed of the family brownstone. He files a simple quitclaim deed, thinking he’s smoothing

A client once sat in my office and told me, “I just don’t want them to fight when I’m gone.” He believed a simple will